To: Members and Friends of the Southeastern Chapter of the Financial Managers Society (SECFMS) Subject: Registration Form Date: Thursday and Friday, October 8th and 9th, 2015 Location: High Point Bank Insurance Group Insurance Center, 1300 East Hartley Drive High Point, NC 27262 Hotel: A group rate of $159/night for Wednesday and Thursday has been obtained at the following hotel: Embassy Suites Greensboro, 204 Centreport Drive, Greensboro NC, 27409. Please contact the hotel at 1-336-668-4535 for reservations.www.embassysuitesgreensboro.com To ensure a room at the group rate, reservations must be made no later than September 16, 2015; refer to the Group Code of Financial Managers Society when making reservations. Cost: $150 per attendee for SECFMS members. Member institutions may send up to six employees at this perattendee price. Additional attendees and non-members may attend at a cost of $250 per attendee. Thursday ONLY: Member- $100 Non Member-$150. Friday ONLY: Member-$50 Non Member-$100. Please send your payment, made payable to SECFMS to: 1. Stacy Houston, Coastal Federal Credit Union, PO Box 58429, Raleigh, NC 27658-8429; and 2. Email the completed registration form to Suzanne Brooks at suzanneb@selectbank.com Refunds: Cancelation requests must be received prior to September 23rd to be eligible for a refund. CPEs: The seminar will provide 12 CPEs* The Southeastern Chapter of the Financial Managers Society (SECFMS) invites you to register for its Fall 2015 continuing education seminar. Agenda Thursday, October 8, 2015 8:00 – 8:30 Networking 8:30 – 12:00 Raven Catlin Fraud in Financial Services COSO 2013 12:00 – 12:50 Lunch 12:50 – 4:30 Raven Catlin Root Cause Analysis We will have lunch and several breaks during the day. Agenda Friday, October 9, 2015 8:00 – 8:30 Networking/Business Meeting 8:30 – 12:30 FDIC Third Party Vendor Management & Cybersecurity AML Compliance Issues Hot Topics Breaks will be held. 1|Page *CPE DISCLAIMER - SECFMS will offer CPE credits for this event. However, SECFMS is not a registered Continuing Professional Education (CPE) sponsor with the NC State Board of CPA Examiners. CPAs may claim credit for courses offered by sponsors not registered with the Board. However, each CPA must exercise judgment in selecting courses and claiming credit for only those courses that contribute to the CPA’s professional competence and meet the standards found in 21 NCAC 8G .0400. REGISTRATION FORM Thursday and Friday, October 8th and 9th High Point Bank Insurance Group Insurance Center, 1300 East Hartley Drive High Point, NC 27262 $150 per SECFMS member/affiliate. Member/affiliate institutions may send up to six employees at this per-attendee price. Additional attendees and non-members may attend at a cost of $250 per attendee. Thursday ONLY: Member- $100 Non Member-$150. Friday ONLY: Member-$50 Non Member-$100. Please return this form with the names of your attendees, and the sessions they plan to attend, to Suzanne Brooks, Select Bank, 3600 Charles Boulevard, Greenville, NC 27858, or by email to suzanneb@selectbank.com Please forward your payment, made payable to SECFMS, to Stacy Houston, Coastal Federal Credit Union, P.O. Box 58429, Raleigh, NC 27658 or feel free to bring your payment with you to the meeting. Dress for both days is casual. We will be in a classroom setting, so please feel free to dress comfortably! Meeting materials will be distributed at the meeting. Breakfast will be available at the seminar site both mornings. Lunch will be provided on Thursday. Amount Enclosed: _________ Please complete the information below for each attendee: No. Member Name E-mail Address 1 2 3 4 5 6 7 8 No. Guest Name E-mail Address 1 2 Institution: ___________ Phone: ___________ Address: ___________ Thursday Friday Thursday Friday Membership Information: SECFMS membership rates are $200 for corporate membership and $150 for individual membership. Yes - I’m interested in becoming a member of SECFMS. Yes - I’m interested in becoming a member of FMS. 2|Page *CPE DISCLAIMER - SECFMS will offer CPE credits for this event. However, SECFMS is not a registered Continuing Professional Education (CPE) sponsor with the NC State Board of CPA Examiners. CPAs may claim credit for courses offered by sponsors not registered with the Board. However, each CPA must exercise judgment in selecting courses and claiming credit for only those courses that contribute to the CPA’s professional competence and meet the standards found in 21 NCAC 8G .0400.